Section 1: RFP CHECKLIST AND SUBMITTAL PAGE



AN

INVITATION TO SUBMIT PLANS (ISP)

FOR

TITLE

     

Issued By

UNIVERSITY OF WISCONSIN-MADISON

INVITATION NUMBER: #XX-4XXX

Date

PLAN DUE DATE: 2:00 P.M. (CST/CDT)      , 20     

THERE WILL BE NO PUBLIC OPENING

LATE PLANS WILL BE REJECTED

PURCHASING SERVICES

University of Wisconsin-Madison • 21 N Park St, Suite 6101 • Madison, WI 53715-1218

608/262-6121 • (Fax) 608/262-4467 • bussvc.wisc.edu • bids@bussvc.wisc.edu

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

Table of Contents

PAGE(S)

Section #1: General Information (1-XX)

1.1 Purpose

1.2 Current Situation

1.3 Organization of this Solicitation Document

1.4 Definitions

1.5 Incurring Costs

1.6 Campus Delivery Requirements

1.7 Parking

Section #2: ISP Process Instructions (XX-XX)

2.1 Applicable Dates

2.2 Information Meeting

2.3 Clarifications and/or Revisions through Designated Contact

2.4 Number of Copies

2.5 Late Responses

2.6 Preparing and Submitting the ISP

2.7 Certification Of Independent Offer Determination

2.8 Plan Signatory Authority

2.9 Multiple Plans

2.10 Proprietary Information

2.11 Conflict of Interest

2.12 Reasonable Accommodations

Section #3: Performance and Contract Requirements (XX-XX)

3.1 Plan Response Costs

3.2 Contract Terms and Conditions

3.3 Site Inspection

3.4 Term of Agreement

3.5 Personnel, Employment and Staffing

3.6 Firm Prices

3.7 Payment, Report and Audit Requirements

3.8 Travel Per Diems

3.9 Contract Cancellation/Termination

3.10 On Site Service

3.11 Insurance Requirements

3.12 Service Requirements

3.13 Safety Requirements

3.14 Equipment Requirements

3.15 Employment

3.16 Disclosure

3.17 News Releases

3.18 Hold Harmless

3.19 Applicable Law

3.20 University Responsibilities

3.21 Eligible Users

3.22 Space Requirements

3.23 Nondiscrimination and Affirmative Action

3.24 Promotional Materials Advertising

3.25 Miscellaneous

Section #4: Requirements of All Plans (XX-XX)

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

PAGE(S)

Section #5: Evaluation and Award of Contract(s) (XX-XX)

5.1 Plan Scoring

5.2 Right to Reject Plan

5.3 Evaluation Procedure

5.4 Plan Acceptance, Evaluation and Award

5.5 Best and Final Offers

5.6 Contract Award

5.7 Notification of Award

Section #6: ISP Checklist and Submittal Page (XX-XX)

Attachment A – Supplier Diversity, Minority Business Enterprise (MBE) Program Commitment (XX-XX)

Attachment B – Business Reference Form (XX-XX)

Attachment C – Price Schedule (XX-XX)

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Section #1: General Information

Requirements that include the word “must” or “shall,” describe a mandatory requirement. All specifications are defined as mandatory minimum requirements unless otherwise stated. If no Plan Submitter is able to comply with a given specification or mandatory requirement, Purchasing reserves the right to delete that specification or mandatory requirement. Failure to meet a mandatory requirement MAY disqualify your ISP. This Invitation to Submit Plan (ISP) document and the awarded Plan Submitter’s (Contractor’s) response information as it is finally negotiated shall become the Contract.

1.1 Purpose:

Purchasing Services, on behalf of the _________________________________ [AGENT NOTE: Requesting Department if needed] invites your firm to submit a plan in response to this ISP. The University shall only consider plans from financially responsible firms presently engaged in the business of _____________________________________________________________. Each Plan Submitter shall furnish a description of their capabilities in ___________________________________________ as outlined.

Information submitted by all responding Plan Submitters will be reviewed and used to determine which plan will best serve all University requirements. Failure of the successful Plan Submitter to accept any terms and conditions of the ISP as a part of a Contract may result in cancellation of the award.

Add any new sections of general information that might help them understand the nature of the work. This section is intended as general information, and not to contain detailed scope of work information.

1.2 Current Situation:

(Fill in as necessary)

1.3 Organization of this Solicitation Document:

This document is divided into Six main sections with Attachments included for ease of response and organization. The six main sections are:

1. General Information (Generally states the intent of the ISP)

2. ISP Process Instructions (Contains Information on how Plan Submitters should prepare their response).

3. Performance and Contract Requirements (Contains terms and conditions that will become part of any awarded contract).

4. Requirements of All Plans (Contains all information Plan Submitters must submit as part of their plan).

5. Evaluation and Award of Contract (Contains Detail on how the Evaluation of Plans will be done)

6. ISP Checklist and Submittal Page (Contains check-off list)

1.4 Definitions:

The following definitions are used throughout the Special Conditions of ISP:

Contractor means successful Plan Submitter awarded the ISP.

Department means UW-Madison Department of ___________.

ISP means Invitation to Submit Plan.

MBE means Minority Business Enterprise.

P-Card means Procurement Card (State credit card).

Purchasing Services means the Purchasing Services Department of the UW-Madison.

State means State of Wisconsin.

Submitter means a firm or individual submitting a plan in response to this ISP.

University means University of Wisconsin-Madison.

1.5 Incurring Costs:

The State of Wisconsin is not liable for any cost incurred by Plan Submitters in replying to this ISP.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

1.6 Campus Delivery Requirements:

1.6.1   Any service involving delivery or pickup shall be made to or from University departments five days per week, Monday through Friday, during normal University business hours unless negotiated otherwise.

. 1.6.2 The University of Wisconsin-Madison no longer permits access to trucks over 30 ft. in length on several designated streets on this campus.  The exceptions are trucks necessary for the delivery or pick up of perishable commodities, private construction vehicles, vehicles carrying radioactive materials, and campus service vehicles.   For specific policy language, a campus map and restrictions, see the University Transportation Services website (www2.fpm.wisc.edu/trans/NavigationBar/Policies/LargeTruckPolicy.htm)

              

. 1.6.3 This contract requires that Contractor provides services or products to the stated delivery address in accordance with the 30’ truck policy referenced in section 1.6.2 above. Any unique service arrangements must be pre-approved by contacting the contracting department(s).

1.7 Parking:

University parking is very limited. Each Contractor and/or Contractor employee(s) shall make their own arrangements for parking through UW Transportation Services at 610 N. Walnut Street, WARF Building Room #120, Madison, WI 53726 (608) 263-6667. No additional Contractor costs will be allowed for parking fees or violations. Unauthorized vehicles parking in University lots or loading docks without permits will be ticketed and/or towed.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Section #2: ISP Process Instructions

2.1 Applicable Dates:

Event Date

ISP to prospective providers ________________________

Clarification of the Requirements ________________________

Plan Submitters Conference/Site Visit (if needed) ________________________

Written Plans Due ________________________ (FIRM)

Evaluations and Oral Presentations (if needed) ________________________ (Estimate)

Award notification ________________________ (Estimate)

Contract Commencement ________________________

2.2 Information Meeting:

Delete This Section If Not Applicable

A Plan Submitter meeting will be held on _______________________ [DATE] at _______ [TIME] at _____________________________ [LOCATION]. This meeting shall provide Plan Submitters with an opportunity to ask questions about the ISP document and process.

2.3 Clarifications and/or Revisions through Designated Contact:

All communications and/or questions in regard to this ISP must be in writing. Plan Submitters are encouraged to FAX questions to the Purchasing Office at (608) 262-4467. Verbal questions, if permitted, should be directed to ______________ (Agent name) at (608) 262-_____ .

If a Plan Submitter discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this ISP, they shall have up until five (5) business days after the above scheduled Plan Submitter’s conference to notify, in writing, ______________ (Agent name) at the address shown below of such error and request modification or clarification of the ISP document. All questions presented and answered at the Plan Submitter’s Conference and after the meeting will be responded to in writing and provided to all Plan Submitters.

(Agent name)

UW Purchasing

21 N Park St, Suite 6101

Madison, WI 53715-1218

PHONE 608/262-_____ -- FAX 608/262-4467

E-mail: xxxxxxx@bussvc.wisc.edu

If a Plan submitter fails to notify UW Purchasing of an error in the ISP document which is known to the Plan submitter, or which should have reasonably been known to the Plan submitter, then the Plan submitter shall submit at the Plan submitter's risk and if awarded a contract, shall not be entitled to additional compensation or time by reason of the error or its later correction.

In the event that it becomes necessary to provide additional clarifying data or information, or to revise any part of this ISP, written supplements or revisions will be provided to all recipients of this ISP.

2.4 Number of Copies:

_______ (# of copies) identical, complete copies of the response must be submitted prior to the time and date stated in Section 2.1 (Written Plans Due). All materials become the property of the University upon receipt in the Purchasing Office and are subject to the State of Wisconsin Open Records Statute.

2.5 Late Responses:

Any response received after the time and date specified in Section 2.1 (Written Plans Due ) will not be opened or reviewed.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

2.6 Preparing and Submitting the Invitation to Submit Plan:

To be considered, Plan Submitters must respond to each of the requirements listed in Section #4 and ISPs must be submitted by the time and date indicated in Section 2.1. Responses must be prepared on University forms where provided. You are encouraged to identify, format and separate portions of your response to correspond numerically to the requirements listed in Section #4.

All ISPs must show the following information on the outside of the package:

-- Plan Submitter's name and address

-- ISP title

-- ISP number

-- ISP Written Plans Due date and time

Use of the pre-addressed University-supplied label is recommended.

Plan Submitters must submit required number of copies of their response to the University Purchasing Office. Whether mailed or hand delivered, the response must arrive at the Purchasing Office no later than the date and local Madison time (CST/CDT) identified in Section 2.1. The method of delivery will be at the discretion of the Plan Submitter and will be at the Plan Submitter's sole risk to assure timely delivery at the Purchasing Office. Receipt by any other UW Madison office or mailroom is not equivalent to receipt by the Purchasing Office. The address for submittals is:

UNIVERSITY OF WISCONSIN-MADISON

PURCHASING SERVICES

21 N PARK ST, SUITE 6101

MADISON, WI 53715-1218

FAX OR EMAIL RESPONSES WILL NOT BE ACCEPTED. (AGENT: CHOOSE)

2.7 Certification of Independent Offer Determination:

By submitting a Plan, the Plan Submitter certifies, for their firm, that the ISP:

2.7.1 Independent Offer. The plan has been arrived at independently, without consultation, communication or agreement with any competitor for the purpose of restricting competition;

2.7.2 Offer Disclosure. Unless otherwise required by law, the offer cited in this ISP has not been and will not be knowingly disclosed by the Plan Submitter prior to opening directly or indirectly to any other Plan Submitter;

2.7.3 Restriction of Competition. No attempt has been made nor will be made by the Plan Submitter to induce another person or firm to submit or not submit a plan for the purpose of restricting competition.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

2.8 Plan Signatory Authority:

Each person signing this plan certifies that:

2.8.1 Offer Responsibility: The individual applying their signature has authority to contract for their company and is responsible for the plan and offer submitted and has not nor will not participate in any action contrary to 2.7.1 through 2.7.3;

2.8.2 Offer Agent Authorization: The individual applying their signature has authority to contract for their company and has been authorized in writing to act as agent to provide a plan and offer for the persons responsible for such decisions; and has the authority to certify that such persons have not and will not participate in any action contrary to 2.11 below, and as their agent certifies this; and has not nor will not participate in any action contrary to 2.7.1 through 2.7.3.

2.9 Multiple Plans:

Plan Submitters who wish to submit more than one Plan may do so, provided that each Plan stands alone and independently complies with the instructions, conditions and specifications of the request. If multiple responses are submitted, the University reserves the right to select the most advantageous Plan to the University.

The University reserves the right to review each Plan separately and award to the Plan that is in the best interest of the University. The University will be sole judge of its best interests in regard to the Plans submitted.

2.10 Proprietary Information:

Any information contained in the Plan Submitter’s response that is proprietary must be clearly designated. Marking of the entire response as proprietary will neither be accepted nor honored. The University cannot guarantee that all such material noted remains proprietary. Information will only be kept confidential to the extent allowed by State of Wisconsin Public Disclosure Law. The University will have no responsibility to defend the determination of proprietary information in the event of litigation.

2.11 Conflict of Interest:

By submitting a Plan, the Plan Submitter certifies that no relationship exists between the Plan Submitter and the University that interferes with fair competition or is a conflict of interest, and no relationship exists between the Plan Submitter and another person or firm that constitutes a conflict of interest that is adverse to the University.

2.12 Reasonable Accommodations:

University will provide reasonable accommodations, including the provision of informational material in an alternative format, for qualified individuals with disabilities upon request. If any alternate accommodations are needed at the Plan Submitters conference, contact ___________________ (Agent name) at (608) 262-_____.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Section 3: Performance and Contract Requirements

3.1 Plan Response Costs:

The University is not liable for any cost incurred by Plan Submitters in replying to this ISP.

3.2 Contract Terms and Conditions:

This contract is for ____________________________________ and includes the Terms and Conditions for the Contract between the University and the successful Plan Submitter (Contractor). Any proposed changes to a Term and Condition must be submitted with the Submitters Plan. The University, in its sole discretion, may modify any portion of this proposed Contract prior to final award and final contract signature.

A contract will be awarded based on the criteria established in this ISP. The Terms and Conditions of the contract will minimally contain:

3.2.1 The minimum contract requirements identified in this Section #3.

3.2.2 The Plan Submitter's commitments identified in their responses to Section 4 titled, “Requirements of all Plans”.

3.2.3 Any finally negotiated Terms and Conditions.

3.3 Site Inspection:

Delete this Section if not Applicable

Plan Submitters should inspect all ____________________________________ to assess service requirements prior to submitting a Plan. Failure to adequately inspect shall not relieve the Contractor from their responsibility to furnish, install and service, without additional cost to the University, or perform any services that may be required to carry out this contract.

3.4 Term of Agreement:

The Contract effective date shall commence upon a successfully negotiated and signed contract with the successful Plan Submitter (Contractor). The initial Contract Term shall be for one year from the contract effective date, with three additional one-year renewal options.

3.5 Personnel, Employment and Staffing:

Contractor must provide knowledgeable individuals, acceptable to the University, who will provide the following administrative support functions:

3.5.1 A Contract Administrator to act with full authority on the Contractor’s behalf in all matters pertaining to the University and this Contract.

3.5.2 Plan Submitter must designate a person(s) to provide information to the University in regard to the Contractor’s Affirmative Action plans.

3.5.3 Contractors shall have in their employ, sufficient qualified and competent personnel to perform work promptly and in accordance with Contract requirements.

3.5.4 The Contractor shall appoint a Contract Administrator to consult with the _____________________ on current and future ____________________________________ programs and act with full authority on the Contractor's behalf in all matters pertaining to Contract requirements.

3.5.5 The Contractor, its officers, agents and employees, in the performance of this Contract shall act in the capacity of an Independent Contractor and not as an officer, employee or agent of the University. Contractor agrees that it shall take such steps as may be necessary to ensure that each subcontractor or contractor will be deemed to be an independent contractor and will not be considered or permitted to be an agent, servant, joint venturer or partner of the University.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.5.6 Contractor shall be responsible for personnel relations of payrolled employees. Contractor shall comply with all applicable government regulations related to employment, compensation and payment of personnel.

3.5.7 Contractor’s personnel shall observe all regulations of the University. Failure to do so may be grounds for reassignment of the Contractors staff. Once a Contractor’s employee has been reassigned, they shall not be transferable to another UW System campus serviced by the Contractor and cannot be used for any other UW Madison services provided by the Contractor in the future.

3.6 Firm Prices:

Payment must remain firm for (_______) (one year) [AGENT: CHOOSE] from the date of the signed contract. Payment or compensation established may be increased or decreased due to general market conditions.

3.7 Payment, Report and Audit Requirements:

3.7.1 Accounting:

Contractor shall maintain complete and accurate records of ____________________ transactions in accordance with accepted industry accounting practices and these records shall be kept in a safe place. The records will include, at a minimum, financial records and statements pertaining to this Contract and will be retained for a period of five years from the close of each year's operation. The Contractor shall make available such records for inspection by the University upon request.

All losses incurred by the Contractor in the process of ____________________ due to theft, fire, accident, protest, etc., shall be the responsibility of the Contractor. Any profit or loss from the operation of ____________________ shall be the Contractor's.

3.7.2 Payments:

3.7.2.1 Contractor shall pay the University for each period’s volume on or before the (20th day) (___ day) [AGENT: choose one] of the next month following the service month before. These payments shall be accompanied with a detailed explanation of transactions by location including and total of payment due. Causes of unusual amounts or transactions shall be noted by the Contractor as part of these statements.

3.7.2.2 Payments not received by the University on the (20th day) (___ day) [AGENT: choose one] following previous months service shall be paid by the Contractor plus an interest penalty on the payments due at the prevailing interest in place and used by the State of Wisconsin for delinquent income tax.

3.7.2.3 Upon Contract expiration or termination, payments due the University shall be paid in full.

3.7.3 Reports:

3.7.3.1 The Contractor shall provide the University a monthly statement showing the volume of (service) (product) [AGENT: choose one] and payment due for the month and the total amount paid year to date.

3.7.3.2 The statement for each month shall also include a summary page detailing the monthly payments made to each Contract participant.

3.7.3.2 Final format for all reports will be mutually agreed upon by the Contract Administrator, ___________________________ and the Contractor.

3.7.4 Audit:

All records pertaining to this Contract shall be open for inspection and/or audit by the State of Wisconsin and/or the University at any mutually agreed, reasonable time. The Contractor shall advise the Contract Administrator and University's Internal Audit of the Contractor's schedule of records and operations at the University. The University shall have the option to participate in the Contractor's audits and may request a full report of these audits as they relate to this Contract.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.8 Travel Per Diems:

All of the Contractor's travel and per diem expenses shall be the Contractor's sole responsibility. Payment by the Contractor to the University shall not include any additional deductions for this purpose.

3.9 Contract Cancellation/Termination:

This Contract may be terminated by either party for the following conditions:

3.9.1 After the initial term of the Contract, the University may terminate the Contract at any time, without cause, by providing ________ days written notice to the Contractor. If the Contract is so terminated, the Contractor is liable only for payments for items/services provided or performed up to the date of the termination.

3.9.2 Shall either party fail to perform under the terms of this Contract; the aggrieved party may notify the other party in writing by mail of such failure and demand that the same be remedied within ___ calendar days. Should the defaulting party fail to remedy the same within said period, the other party shall then have the right to terminate this Contract immediately. Performance failure can be defined as but not limited to: ____________________________________________ or failure to provide any of the Terms, Conditions, Specifications or Special Conditions of this ISP.

3.9.3 If at any time the Contractor performance threatens the health and/or safety of the University, its staff, students or others who may be on campus, the University has the right to cancel and terminate the Contract without notice.

   3.9.4     Failure to maintain the required Certificates of Insurance, Permits and Licenses shall be cause for Contract termination.  If the Contractor fails to maintain and keep in force the insurance as provided in Section 3.11 of this ISP, the University has the right to cancel and terminate the Contract without notice.

3.9.5 If at any time a petition in bankruptcy shall be filed against the Contractor and such petition is not dismissed within 90 calendar days, or if a receiver or trustee of Contractor's property is appointed and such appointment is not vacated within 90 calendar days, the University has the right, in addition to any other rights of whatsoever nature that it may have at law or inequity, to terminate this Contract by giving 10 calendar days notice in writing of such termination.

3.9.6 All notices of performance failure must be submitted in writing to Purchasing, 21 N Park St, Suite 6101, Madison, WI 53715-1218. Purchasing shall be final authority for all performance failure determinations not resolved through the (ordering department.) (specific department _____________.)

3.10 On Site Service:

In carrying out the scope of this Contract, the Contractor shall be required to perform services on University property. Plan Submitter’s cost must include all transportation and insurance charges.

The Contractor shall add the “Board of Regents of the University of Wisconsin System, its officers, employees and agents” as an additional insured under the commercial general, automobile and Contractor’s liability policies.

3.11 Insurance Requirements:

3.11.1   Contractor is required to maintain Worker's Compensation insurance as required by Wisconsin Statute for all employees engaged in the service, Commercial General Liability (CGL), and Automobile Liability when applicable.  Minimum coverages for CGL are:  Each Occurrence/General Aggregate - $1,000,000.  Automobile Liability minimum is:  Combined Single Limit - $1,000,000.  Upon request by the University, the Contractor is required to provide a Certificate of Insurance with a minimum 60 day cancellation notice, from an insurance company licensed to do business in the State of Wisconsin, with a minimum AM Best rating of A-, and signed by an authorized agent.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.11.2 The Contractor shall add the “Board of Regents of the University of Wisconsin System, its officers, employees and agents” as an additional insured under the commercial general, automobile and Contractor’s liability policies.

Additional insurance requirements for this ISP are the following:

3.11.3 Certificates of Insurance shall be signed by an authorized agent and sent to Risk Management, 21 N. Park St, Suite 6101, Madison, WI 53715-1218 prior to Contract award. If applicable, the Contractor shall also provide certificates of liability insurance covering related subcontracts with the University. Insurance requirements shall apply to all subcontractors hired under this Contract.

3.11.4 The University may require that the Comprehensive General Liability insurance certificate contain a statement from the insurer, that for this Contract it waives any care, or control exclusion in its policy.

3.11.5 Policies shall contain a covenant requiring 30 days written notice to Risk Management before cancellation, reduction or other modifications of coverage. The Comprehensive General Liability Insurance and Automobile Liability Insurance policies shall be primary and non-contributing, without any severability of interests clause in respect to gross liability, protecting each named insured as though a separate policy has been issued to each.

3.11.6 The Contractor shall advise insuring agencies to automatically renew all policies and coverages to the specified coverage levels.

3.11.7 Insurance as detailed above is required to be in effect during the entire term of this contract.

3.12 Service Requirements:

3.12.1 Contractor shall, at Contractor’s expense, be responsible (including financially) for obtaining all required permits (including parking), licenses, and bonds to comply with pertinent Board of Regents, University of Wisconsin System regulations, and municipal, county, state and federal laws, and shall assume liability for all applicable taxes including but not restricted to sales, income and property taxes.

3.12.2 Recognizing that successful performance of this Contract is dependent on favorable response from eligible users, the Contractor shall meet as requested with the Contract Administrator or the customer identified to review operations and make necessary adjustments to the Contract service requirements.

3.12.3 After the initial Contract year, the parties may (upon mutual agreement) adjust the Terms and Conditions (including payment terms) of this Contract. All adjustments requested by the Contractor shall be proposed in writing to the University’s Contract Administrator. All required Contract amendments shall be issued by the University’s Contract Administrator through Purchasing Services.

3.12.4 It is mutually agreed that other service elements related to this Contract but not covered specifically in the ISP document may be added to this Contract without voiding provisions of the existing Contract. Additional services may be negotiated and furnished to the University by the Contractor with additional consideration as is necessary. Additions to this Contract shall be made only by an official written amendment to this Contract issued by Purchasing Services through the University’s Contract Administrator.

3.13 Safety Requirements:

All services provided to the University must comply fully with all safety requirements set forth by the Wisconsin Administrative Code, the Rules of the Industrial Commission on Safety and all applicable OSHA Standards.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.14 Equipment Requirements:

3.14.1 _________________ installed under the terms of this contract are to be _________________ or an approved equivalent. All equipment shall at a minimum provide: _________________

3.14.2 Equipment installed under the terms of this Contract shall be _________________ and maintained throughout the life of the Contract free and clear of the liens, mortgages, and encumbrances unless otherwise agreed by the University.

3.14.3 At regular intervals during the duration of the Contract, the amount of required equipment shall be examined by the _________________ and Contractor with the objective of providing the best possible service to eligible users.

3.14.4 Repairs. Contractor shall make every reasonable effort to eliminate down-time.

3.14.4.1 Preventative Maintenance. Contractor shall institute and maintain a program of preventive maintenance and regular replacement of worn, damaged, or malfunctioning equipment. Contractor shall refrain from performing preventative maintenance during times of peak usage.

3.14.4.2 Unanticipated Repairs. Contractor must provide repairs within three hours, during the hours of 7:00 a.m. to 10:00 p.m., Monday through Friday, excluding holidays. Repairs on weekends and holidays must be responded to within 24 hours.

3.14.4.3 Total Replacement. In the event of major failure or malfunction, when equipment will be out of service for more than 24 hours, Contractor shall install replacement equipment or obtain permission from the Department representative to extend down-time and post notification of an alternate.

3.14.5 As "state of art" capabilities evolve, the University intends to discuss with the Contractor the feasibility of necessary equipment and programs for new technological developments. Such developments may ________________________. Terms of such new installations shall be by mutual agreement of the University and Contractor.

3.14.6 Contractor shall keep the University informed of new industry security measures in use. The University may institute or execute such measures required to accomplish maximum property, product and revenue security when presented, in writing, by the Contractor and mutually agreed by the University.

3.14.7 In addition to necessary operating instructions, the Contractor shall make available at each location the information to where eligible users should be instructed to report malfunctions.

3.14.8 Removal of Equipment Upon Termination of Contract:

3.14.8.1 Upon termination or expiration of this Contract, Contractor shall vacate and return the premises to the University in the same condition at the time the Contractor entered the premises, reasonable use and wear expected.

3.14.8.2 The University may retain intact any leasehold improvements, except the ____________ equipment or its identification sign, or require that the Contractor remove such leasehold improvements within fifteen days from the termination of this Contract.

3.14.8.3 If the equipment is not removed from the University locations on termination of this Contract and, after 10 days written notice to the Contractor, may be treated as abandoned property by the University. Contractor shall assume all costs of removal, storage and product and revenue loss.

3.14.8.4 To ensure the continuation of _________________, the Contractor shall honor the University’s request to extend the Contract to allow for delivery and installation of new equipment before the start of any new Contract.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.15 Employment:

In accordance with the Internal Revenue Code Section 3402(e), if an individual is a current UW System employe, all payments for services are deemed to be wages and must be payrolled. Wisconsin Statutes of Section 230.047 must be adhered to when utilizing current employes of other state agencies. All state employes are covered by the maximum additional earnings provision of Section 16.417(2) Wisconsin Statutes noted above.

The Contractor will not engage the services of any person or persons now employed by the State of Wisconsin, including any campus department, commission or board thereof, to provide services relating to this agreement without the written consent of the agency/employer of such person or persons and of the agency head. Any employee employed as described in this section must be identified, in writing, to the Contract Administrator.

3.16 Disclosure:

If a state public official (s. 19.42, Wisconsin Statutes), a member of a state public official's immediate family, or any organization in which a state public official or a member of the official's immediate family owns or controls a ten percent (10%) interest, is a party to this agreement, and if this agreement involves payment of more than three thousand dollars ($3,000) within a twelve (12) month period, this contract is voidable by the state unless appropriate disclosure is made according to s. 19.45(6), Wis. Stats., before signing the contract. Disclosure must be made to the State of Wisconsin Ethics Board, 44 E. Mifflin Street, Suite 601, Madison, Wisconsin 53703 (Telephone 608-266-8123). State classified and former employes and certain University faculty/staff are subject to separate disclosure requirements, s. 16.417, Wis. Stats.

3.17 News Releases:

Reference to or use of the State of Wisconsin, any of its departments, agencies (University) or other subunits, or any state official or employee for commercial promotion is prohibited. News releases pertaining to this procurement shall not be made without prior approval of the University. Release of broadcast e-mails pertaining to this procurement shall not be made without prior written authorization of the contracting agency.

3.18 Hold Harmless:

The Board of Regents of the University of Wisconsin System agrees to provide liability protection for its officers, employees and agents while acting within the scope of their employment. The Board of Regents further agrees to hold harmless the Contractor, its officers, agents and employees from any and all liability, including claims, demands, losses, costs, damages, and expenses of every kind and description (including death), or damages to persons or property arising out of or in connection with or occurring during the course of this agreement where such liability is founded upon or grows out of the acts or omissions of any of the officers, employees or agents of the University of Wisconsin System while acting within the scope of their employment where protection is afforded by ss. 893.82 and 895.46(1), Wis. Stats.

The Contractor agrees to hold the University harmless from any loss, claim, damage or liability of any kind involving an employee, officer or agent of the Contractor arising out of or in connection with this Agreement except to the extent that it is founded upon or grows out of the acts or omissions of any of the officers, employees or agents of the University of Wisconsin System while acting within the scope of their employment where protection is afforded by ss. 893.82 and 895.46(1), Wis. Stats.

3.19 Applicable Law:

This contract shall be governed under the laws of the State of Wisconsin. The Contractor shall at all times comply with and observe all federal and state laws, local laws, ordinances, and regulations which are in effect during the period of this contract and which in any manner affect the work or its conduct.

DELETED OLD 3.20 – MUTUAL COOPERATION

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.20 University Responsibilities:

3.20.1 University shall provide heat, sewer, electricity and cold and hot water. The University shall not guarantee an uninterrupted supply of electricity or heat except that it shall be diligent in restoring service following an interruption. The University shall not be liable for any loss that may result from the interruption or failure of any utility service.

3.20.2 The University shall be responsible for costs of insect and pest control in all _________ service areas. The Contractor shall maintain maximum insect and pest control for supplies and equipment brought into University Buildings.

3.20.3 The University shall provide custodial service on a schedule normally performed for like space at the University. The University shall provide daily floor maintenance in ___________ service areas, and Contractor shall cooperate in keeping this service to a minimum. The University shall be responsible for the periodic shampooing of carpet in the space.

3.20.4 The University shall provide the Contractor with routine campus protection currently available in _________ service areas, such as night patrol, door checks, security consulting, call response, etc.

3.20.5 The University shall provide and maintain all waste cans and recycling containers in the _________service area.

3.21 Eligible Users:

Services shall be available to all on-site campus locations, off-site non-campus locations and off-site State Agency locations as negotiated, hereinafter referred to as "eligible users." Any additional “eligible users” will be identified to the Contract Administrator for approval before services are provided for the “eligible users” for _________________________.

3.22 Space Requirements:

Contractor shall occupy and use the premises of the University only for ___________________ operations.

3.22.1 Utilities:

3.22.1.1 Where necessary, utilities shall be brought to the equipment by the University. Contractor shall be responsible for paying connection costs from the equipment to the provided utility source. Contractor shall provide all communication lines, security and alarm circuits including necessary conduit whether on or off the premises. Installation and routing of these circuits and conduit must be approved by the University. Telephone service including computer connection circuits shall be available at the Contractor's expense subject to availability of circuits.

3.22.1.2 The University shall not guarantee an uninterrupted supply of electricity or heat except that it shall be diligent in restoring service following an interruption. The University shall not be liable for any loss which may result from the interruption or failure of any utility service.

3.22.1.3 Contractor shall be responsible for costs of all telephone line installations and hookups to ___________________ equipment including alarm installations from the ____________ locations to the campus alarm system located at Police and Security, 1930 Monroe Street.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.22.2 Security:

3.22.2.1 The University will provide Contractor with keys required for access to service areas. Contractor is responsible for control of keys obtained from the University and to maintain the security of locked areas. Contractor's employees shall not admit anyone to areas controlled by a key in their possession. Contractor shall be responsible for immediate reporting to building manager all the facts relating to losses incurred, equipment damage or break-ins to their equipment and areas of the University. ___________________ shall receive these reports and be responsible for key issues and periodic review of key control.

3.22.2.2 No building keys may be copied. If keys are lost, Contractor shall be responsible for the total cost of rekeying and replacement of all affected University locks and keys.

3.22.2.3 Contractor is responsible for the purchase of padlocks and other security devices which may be required by the Contractor to further ensure revenue, product or property.

3.23 Nondiscrimination and Affirmative Action:

3.23.1 In connection with the performance of work under this contract, the Contractor agrees not to discriminate against any employe or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s.51.01(5), Wisconsin Statutes, sexual orientation as defined in s.111.32(13m) Wis. Stats., or national origin. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Except with respect to sexual orientation, the Contractor further agrees to take affirmative action to ensure equal employment opportunities.

3.23.2 Contracts estimated to be over twenty-five thousand dollars ($25,000) require the submission of a written affirmative action plan by the Contractor. An exemption occurs from this requirement if the Contractor has a workforce of less than twenty-five (25) employes. Within fifteen (15) working days after the contract is awarded, the Contractor must submit the plan to the contracting state agency for approval. Instructions on preparing the plan and technical assistance regarding this clause are available from the contracting state agency.

3.23.3 The Contractor agrees to post in conspicuous places, available for employes and applicants for employment, a notice to be provided by the contracting state agency that sets forth the provisions of the State of Wisconsin nondiscrimination law.

3.23.4 Failure to comply with the conditions of this clause may result in the Contractor's becoming declared an "ineligible" Contractor, termination of the contract, or withholding of payment.

3.23.5 To the extent required by law, 41 CFR 60-1.4(a) and (b) are incorporated by reference in these Standard Terms and Conditions. Additionally, the Contractor certifies compliance with 41 CFR 60-1.8 and does not and will not maintain any facilities provided for employees in a segregated manner. The Contractor further agrees to obtain identical certifications from any subcontractors prior to the award of a subcontract exceeding $25,000 which is not exempt and will retain such certification for audit purposes.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

3.24 Promotional Materials/Advertising:

The Contractor agrees not to use promotional or marketing material which state expressly or by fair implication that the University endorses either the Contractor or any sponsor of such material. Equipment bearing UW Madison marks, logos or other indicia of the University must be approved by UW Madison Licensing Authority. The Contract Administrator will be responsible for any necessary approval for the use or content of materials to be used.

3.24.1 The Contractor shall provide and pay for merchandise, promotion and advertising. The University shall cooperate by providing space for display and/or pick-up of promotional materials.

3.24.2 Except as otherwise provided herein, the Contractor agrees not to use promotional or marketing material which state expressly or by fair implication that the University endorses the Contractor.

3.24.3 No third party advertising shall be allowed on University property, unless prior written approval is provided by the Contract Administrator.

3.24.4 All promotions held and promotional materials distributed in conjunction with this Contract must receive the written approval in advance from the Contract Administrator. Any such promotion or promotional material must be in good taste and meet the quality standards that the University would apply to its own promotions.

3.24.5 Any products bearing UW-Madison marks, logos or other indicia of the UW-Madison must be purchased from University licensees.

3.25 Miscellaneous:

3.25.1 Separability. If any provision of this Contract shall be, or shall be adjudged to be, unlawful or contrary to public policy, then that provision shall be deemed to be null and separable from the remaining provisions, and shall in no way affect the validity of this Contract.

3.25.2 Waiver. A waiver by either party of any terms or conditions, provisions, or covenants of this Contract in any instance shall not be deemed or construed to be a waiver of any such term, condition, provision, or covenant for the future, or of any subsequent breach of same. All remedies, rights, undertakings, obligations, and agreements contained in this Contract shall be cumulative and shall not be in limitation of any other right, remedy, undertaking, obligation, or agreement of either party.

3.25.3 Amendments. For any modifications or changes to this Contract, amendments will be in writing and signed by authorized signatories of the Contractor and University.

3.25.4 Adverse Interests. During the term of this Contract and any renewals, the Contractor will not provide services nor enter into any agreement to provide services to a person or organization that has interests that are adverse to the University. If the University believes that the Contractor is violating this paragraph, the University will notify the Contractor in writing. The University and the Contractor will meet and discuss the alleged violation within 30 days of such notice and, in good faith, seek a mutually acceptable resolution.

3.25.5 Assignment. Contractor shall not assign or subcontract any of its rights or obligations under this Contract in whole or in part without prior written consent of the University. Any attempted assignment or subcontracting without consent shall be void and of no effect and may be cause for the termination of this Contract. Any subcontractors used will be the responsibility of the Contractor and they must provide products/services per the terms of the Contract. They must also meet the insurance requirements outlined above and be identified by the Contractor to the Contract Administrator prior to any work being done by them.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Section #4: Requirements of All Plans

NOTE: Failure to respond to all items in this section may be deemed as sufficient reason to reject any plan. Please format your response to correspond numerically with items listed below.

4.1 Plan Submitters must complete the ISP Checklist and Submittal Page in Section #6 of this ISP, and sign in ink. (0 points – Mandatory Response)

4.2 Plan Submitters must complete the Minority Business Enterprise (MBE) Program Commitment form as provided in Attachment A. (0 Points – Mandatory Response)

4.3 Plan Submitters must complete the detailed price plan as provided in Attachment C for providing services specified.

4.3.1 General Instructions On Preparing Financial Offer

Plan Submitters must submit their financial offers using the form provided in Attachment C.

. Plan Submitters are invited to provide responses to any or all of the financial sections identified on Attachment C.

Modify or Delete this paragraph if only one financial offer is being requested. The University has defined four “Options” of financial offers to which Plan Submitters may respond. A Plan Submitter may make financial offer on any or all of these Options.

4.3.2 Format for Submitting Price Schedule

The Price Schedule should be submitted in a separate sealed envelope with the written ISP. Plans will be scored using the formula stated in Section ___.

4.3.3 Fixed Price Period

All prices offered by the Plan Submitter in the ISP shall remain fixed and valid for __________ months starting on the date of award. Prices may also be renegotiated after the award.

4.4 Provide contact information for the following (0 points):

| |NAME |PHONE NUMBER |FAX NUMBER |

|Contract Renewal/ |_______________________ |_______________ |_____________ |

|Cancellation/Problems | | | |

|Invoice Information |_______________________ |_______________ |_____________ |

|Ordering/Expediting |_______________________ |_______________ |_____________ |

|MINORITY REPORTING: | |PHONE NUMBER |FAX NUMBER |

|Contact Name: |_______________________ |_______________ |___________ |

|Address: |_______________________ | | |

| |_______________________ | | |

| |_______________________ | | |

|E-mail: |_______________________ | | |

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

4.5 Plan Submitter Mandatory Qualifications (50 Points)

The Plan Submitter’s response to this subsection must clearly demonstrate the capacity to meet the requirements stated in this ISP in addition to the Plan Submitter’s current workload. Provide on company letterhead a concise, detailed description of the following:

Insert Additional Mandatory Requirements if Desired or Delete if not Applicable

4.5.1 Plan Submitter shall currently be in the business of ______________________________. Provide name and address of operating company and duration and extent of experience in ______________________________. This information should provide, at a minimum, (service) (commodity) [AGENT: choose one] volume information (approximate) showing that the Plan Submitter could meet the requirements of this Contract if it was awarded to them.

4.5.2 All equipment submitted for evaluation must be______________________________.

4.5.3 Plan Submitter agrees to provide the University with the following minimum annual payment/commission guarantees: ______________________________

4.5.4 Provide the names, addresses, and phone numbers of three comparably sized corporate or University accounts for reference purposes who will verify that a high level of service quality has been provided. (See Attachment A)

4.6 Desired and Value Added Service Plan

All information requested in this Section must be provided, or the submitted plan shall be rejected.

Add, Modify or Delete Any of the Suggested Evaluation Sections as Needed

4.6.1 Operation/Service and Staffing Plan (_____ points available)

Provide a detailed description of your operating plan for the ___________________ including staffing and hours of operation. In addition, provide a detailed plan for how after-hours service will be handled.

4.6.2 Staff Training Plan (______ points available)

Provide a description of your training programs for employees, supervisors and managers including destination and sales seminars.

4.6.3 Equipment (______ points available)

Describe the equipment your firm will (use.) (provide.) [AGENT: choose one] Specify _________ type, manufacturer, model numbers, etc. Also describe ___________________, or any other performance feature characteristics. Attach brochures and/or pictures as appropriate.

4.6.4 Warranty/Maintenance Plan (______ points available)

Describe your current ___________________ affiliations and certifications. Include a description of your program of preventive maintenance and regular replacement of worn and/or malfunctioning _______________________ equipment. Describe whether maintenance services are located in-house or subcontracted.

4.7 Operations (______ points available)

4.7.1 Current method of recording, checking and reporting _______________________.

4.7.2 Your firm's Internal audit system for _______________________.

4.7.3 Accounting and inventory control forms used. Provide an example copy of each and explain in detail for each, how they are used.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

4.8 Innovations, Additional Items/Services or Programs (______ points available)

Describe in detail any innovations and concepts other than those previously presented. Any ideas that might be feasible for the University will be given consideration and should be presented in your written plan. Implementation of these plans will be negotiated and coordinated with the Contract Administrator and ___________________.

4.9 Supplementary Information (0 points)

The University may request supplementary information as is sufficient, in the opinion of the University, to assure the University that the Plan Submitter's competence, business organization, and financial resources are adequate to successfully perform the specified service or provide the specified commodity.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Section 5: Evaluation and Award of Contract(s)

5.1 Plan Scoring:

Plans meeting mandatory requirements will be reviewed by an evaluation committee and scored against the stated criteria. The committee may, at its sole discretion, review references, request oral presentations, and conduct an on-site visit and use the results in scoring the plans. The evaluation committee's scoring will be tabulated and plans ranked based on the numerical scores calculated.

5.2 Right to Reject Plan:

The University reserves the right to accept or reject any part of any plan, or to request modification or clarification of any part of a plan, and to accept or reject any or all plans without penalty.

5.3 Evaluation Procedure:

Plans meeting the mandatory requirements will be reviewed by an Evaluation Committee and scored against the following POINTS MATRIX. The Plan Submitter’s response to each of the categories will be evaluated separately, and assigned a point value. The Evaluation Committee may review references, request oral presentations and use the results in scoring the plans. The Evaluation Committee’s scoring will be tabulated and plans ranked based on the numerical scores calculated. Oral presentations may be required after the written plans are received. Failure to agree to make an oral presentation may result in rejection of the Submitter’s plan.

Add or Delete Evaluation Categories as Needed

Points Matrix Maximum Points Available

1. ISP Checklist 0 points

2. MBE Plan 0 points

3. Price Plan Financial Offer 300points

4. Contact Information 0 points

5. Mandatory Qualifications 50 points

6. Service Plan 200 points

7. Operations 50 points

8. Innovations 100 points

MAXIMUM POINTS AVAILABLE 700 POINTS

*The _____ points assignable for total annual commission/compensation shall be tabulated as follows:

The plan offering the highest total annual commission/compensation to the University will be awarded the full _____ points. All other commission/compensation figures will be awarded points according to the following formula:

Submitter’s Annual Commission/Compensation Total

------------------------------------------------------------------------------- X _____ points

Highest Total Annual Commission/Compensation Submitted

5.4 Plan Acceptance, Evaluation and Award:

The University shall only consider plans from financially responsible firms presently engaged in the business of providing _________________________. The University reserves the right to inspect Plan Submitter's facilities and other _________________________ operations under the Plan Submitter's management prior to award of this plan.

5.5 Best and Final Offers:

At the sole discretion of the UW Madison, the highest scoring Plan Submitter or Plan Submitters may be requested to submit best and final offers. If best and final offers are requested, they will be evaluated against the stated criteria, scored and ranked. There is no obligation on the part of the University to request best and final offers.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

5.6 Contract Award:

The contract will be awarded to the highest scoring Plan Submitter providing contract negotiations are successful, who in the sole judgment of the University, meets all ISP requirements and is awarded the highest amount of points based on the POINTS MATRIX as listed above.

5.7 Notification of Award:

All Plan Submitters who respond to this ISP will be notified in writing of the University's award of contract(s) as a result of this ISP. After notification by Purchasing of the notice of award, file copies of plans will be available for public inspection upon request and per State of Wisconsin Open Records Statute. Plan Submitters requesting to review submitted ISP’s must schedule document inspection with the Contract Administrator.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Section 6: ISP Checklist and Submittal Page

6.1 Plan Submitter has responded to all items in Section # 4,” Requirements of All ISPs”. ___________(Initial)

6.2 In accordance with Wisconsin Statutes 16.75(3m), 16.752 and 560.035(1)(c), (see website: , please indicate if you are a Wisconsin Certified minority business, sheltered workshop center or woman owned business:

___ Minority (MBE) ___Sheltered Workshop ___ Woman Owned Business (WBE) ___ Not applicable

(If no answer is indicated on the above, we will assume you are neither when making the award)

6.3 Pursuant to Public Law 95-507, indicate which of the following classifications apply to your organization. All vendors are considered Large Business unless otherwise indicated (see website: ). (Check √ all that apply.)

____________ LARGE BUSINESS (LG)

____________ SMALL BUSINESS (SB)

____________ VETERAN OWNED SMALL BUSINESS (VOSB)

____________ SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB)

____________ HISTORICALLY UNDER UTILIZED BUSINESS ZONE (HUBZONE)

____________ SMALL DISADVANTAGED BUSINESS (SDB)

____________ WOMAN-OWNED SMALL BUSINESS (WOSB)

6.4 MINORITY BUSINESS PARTICIPATION: As a mandatory component of this ISP, you must complete the “Supplier Diversity, Minority Business Enterprise (MBE) Program Commitment” form (Section A) that is a part of this document.

I have reviewed, completed and enclosed the “Diversity, Minority Business Enterprise (MBE) Program Commitment” form.

____________ YES ____________ NO

6.5 In preparing this ISP, this Plan Submitter has not been assisted by any current or former employee of the State of Wisconsin whose duties relate to this ISP and who was assisting in other than his or her official capacity. Neither does such a person or any member of his or her immediate family have any financial interest in the outcome of this ISP. ____________(Initial)

6.6 CONTRACT ADMINISTRATOR:

Any correspondence, price lists or other documents must include reference to ISP number XX-4XXX and be sent to the Contract Administrator, 21 N Park St, Suite 6101, Madison, WI 53715-1218. The Contract Administrators are authorized to give the approvals required under this contract on behalf of the University.

A. University

The Contract Administrator for the University is:

(Agent Name)

University of Wisconsin-Madison

Purchasing Services

21 N Park St, Suite 6101

Madison, WI 53715-1218

PHONE 608/262-_____ -- FAX 608/262-4467

Email: xxxxxxxxxxxxxxxxxxxxxxx@bussvc.wisc.edu

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Day- to-day operations for the University will be handled by:

_______________________________________ (Name)

_______________________________________ (Company)

_______________________________________ (Address)

_______________________________________ (Address)

PHONE ________________ -- FAX ________________

EMAIL _________________________________________

B. Contractor

Contractor must provide knowledgeable individuals, acceptable to the University, who will provide the following administrative support functions:

The Contract Administrator for the Contractor who is authorized to give the approvals required under this Contract is:

_______________________________________ (Name)

_______________________________________ (Company)

_______________________________________ (Address)

_______________________________________ (Address)

PHONE ________________ -- FAX ________________

EMAIL _________________________________________

A Contract Administrator to act with full authority on the Contractor’s behalf in all matters pertaining to the University.

Day- to-day operations will be handled by:

_______________________________________ (Name)

_______________________________________ (Company)

_______________________________________ (Address)

_______________________________________ (Address)

PHONE ________________ -- FAX ________________

EMAIL _________________________________________

In signing this ISP, we have read and fully understand and agree to all terms, conditions and specifications and acknowledge that the University Purchasing Services ISP document on file shall be controlling. We certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition; that no attempt has been made to induce any other person or firm to submit or not to submit a ISP; that this ISP has been independently arrived at without collusion with any other Plan Submitter, competitor or potential competitor; that this ISP has not been knowingly disclosed prior to the opening of ISPs to any other Plan Submitter or competitor; that the above stated statement is accurate under penalty of perjury.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

6.7 EXECUTED CONTRACT SIGNATURE PAGE:

The University's Invitation to Submit Plan responses, written communications and this Agreement constitute the entire agreement between the parties. This agreement, hereinafter referred to as the "Contract", shall be between the Board of Regents of the University of Wisconsin System on behalf of the University of Wisconsin-Madison, hereinafter referred to as the "University" and the Successful Plan Submitter hereinafter referred to as the "Contractor" for the provision of ___________________________, hereinafter referred to as "___________________________" according to the terms set forth in this Contract. . The hierarchy of documents in descending order for resolution is as follows:

A. This Agreement and any negotiated additional terms or pricing.

B. Invitation to Submit Plan #XX-4XXX, dated _____________.

C. Response received (and as successfully negotiated).

D. Written communications beginning (ISP issue date) _____________.

Any conflict of terms shall be governed by the highest listed document.

IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed by the duly authorized representatives.

Any conflict in terms shall be governed by the highest listed document.

CONTRACTOR:       BOARD OF REGENTS OF THE

UNIVERSITY OF WISCONSIN SYSTEM

  By:  

(insert printed name here) Mike Hardiman

Title: (insert title here) Title: Director, Purchasing Service

Date:   Date:  

____________________________________________________________

Name and Title of Signing Officer (print)

____________________________________________________________

Company Name and Address

_______________________ _____________________ ________________________

Telephone Fax Number Tax I.D. Number

_________________________________________________________

Signature Date

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

ATTACHMENT A.

SUPPLIER DIVERSITY, MINORITY BUSINESS ENTERPRISE (MBE) PROGRAM COMMITMENT

|ISP Number: |date |

|XX-4XXX | |

As an agency of the State of Wisconsin, the University of Wisconsin-Madison shares the state goal of spending 5% of total purchases with certified minority businesses. State of policy provides that Minority owned Business Enterprises (MBE) certified by the Wisconsin Department of Commerce; Bureau of Minority Development should have the maximum opportunity to participate in the performance of its contracts. To support the University’s pursuit of the 5% goal we expect all contracted vendors to proactively subcontract with MBE companies wherever possible.

Your complete response to the questions below will confirm the following; a) an indication that you understand the University’s goal, b) a listing of vendors with which you intend to subcontract, c) a description of the MBE expenditures you will be able to report to us, and d) a statement expressing your commitment to complete the annual report that will reflect your subcontracting efforts for the year.

A listing of certified minority businesses, as well as the services and commodities they provide, is available on the web at: or you can contact Keith E. Broadnax, Wisconsin Department of Administration, Minority Business Enterprise Program at 608-267-3293 keith.broadnax@.

Information regarding certification of minority businesses is available at: or you can direct further questions to Seyoum Mengesha at 414-220-5362 or seyoum.mengesha@.

 

Authority for this program is found in Wisconsin Statutes 15.107(2), 16.75(4), and 16.755 and 560.036(2), and details about the program can be found at:

Please complete and sign the following information:

1. Our company is a Wisconsin certified MBE. _____YES ____NO

2. We are aware of, and support the University’s goal to spend 5% of their total

purchasing dollars with certified MBE firms. _____YES _____NO

3. If this is an on-going contract, we are aware that our company will receive an annual

request from the University to report all expenditure activity with sub-contracted

MBE vendors in support of this contract. _____YES _____NO

4. Our company intends to subcontract the indicated dollar volume with the MBE firms listed below:

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

______________________________ ________________________

Signature Date

______________________________ ________________________

Printed name Title

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

Attachment B - BUSINESS REFERENCE FORM

Plan Submitter:_______________________________________________________________

The Plan Submitter must provide a minimum of four (4) business references.

Reference Name: ____________________________________ Contact: __________________

Address: __________________________________________ Phone: # ( ) _______________

Fax/Internet address:___________________________________________________________

Description and date(s) of commodities and services provided: __________________________

____________________________________________________________________________

____________________________________________________________________________

____________________________________________________________________________

Reference Name: ____________________________________ Contact: __________________

Address: ___________________________________________ Phone # ( )_______________

Fax/Internet address:___________________________________________________________

Description and date(s) of commodities and services provided: __________________________

____________________________________________________________________________

____________________________________________________________________________

____________________________________________________________________________

Reference Name: ____________________________________ Contact: __________________

Address: __________________________________________ Phone: # ( ) _______________

Fax/Internet address:___________________________________________________________

Description and date(s) of commodities and services provided: __________________________

____________________________________________________________________________

____________________________________________________________________________

____________________________________________________________________________

Reference Name: ____________________________________ Contact: __________________

Address: __________________________________________ Phone: # ( ) _______________

Fax/Internet address:___________________________________________________________

Description and date(s) of commodities and services provided: __________________________

____________________________________________________________________________

____________________________________________________________________________

____________________________________________________________________________

References will be contacted to confirm the Plan Submitter's abilities and qualifications as stated in the Plan Submitter's Response. References from the Procuring Department shall not be accepted for references. The Department may deem the Plan Submitter's Response unresponsive if a reference is not obtainable from a listed reference after reasonable attempts.

UNIVERSITY OF WISCONSIN ISP # XX-4XXX

MADISON, WISCONSIN 53706-1490 PAGE ?? OF ??

ATTACHMENT C - PRICE SCHEDULE

-----------------------

SPECIAL NOTE: An INFORMATION MEETING Will Be Held On

________________ (date) at ________ (time) at ______________ (place)

SEE SECTION 3.2 FOR MORE INFORMATION

| |

|AGENT: Agent at (608) 262-XXXX / FAX: (608) 262-4467 / TTY 608/262-0825 |

| |

|E MAIL: xxxxxxxxxx@bussvc.wisc.edu |

| |

|If NO BID (check here) and return. |

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